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| == Start Batch == | | == Start Batch == |
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| Start the batch by pressing the Run Job button (green traffic light icon) on the toolbar. | | Start the batch by pressing the [[Run Job]] button (green traffic light icon) on the toolbar or from the [[File Menu]]. |
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| == Input Files == | | == Import or Scan Files == |
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| Depending on the [[Input Type]], scanning will start automatically or images are moved from the Input folder to a temporary processing folder. | | Depending on the [[Input Type]], [[Scanning]] will start automatically and/or images are moved from the [[Input]] folder to a temporary processing folder. |
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| | If the [[Input Type]] is set to ''Both'' then [[Scanning]] will happen first. |
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| == Automatic Processing == | | == Automatic Processing == |
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| Image clean-up, OCR, and barcode recognition are performed automatically. If the batch is large, OCR processing may take several minutes. In this case, the user may do work in another application while processing and return to the batch once processing is finished. | | [[Image clean-up]], [[OCR]], and [[barcode recognition]] are performed automatically. |
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| == Manual Indexing & Image Verification ==
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| Each image is displayed to the user, and they are able to enter index information or correct the values from OCR or barcode recognition. The following options are available during this stage:
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| === Menu and Toolbar Options ===
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| A variety of options are available from the toolbar and menus to perform image correction, rescanning, viewing, sending, and QC review of documents. Please see the following sections for details on these.
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| === Rotate Left, Right and Auto ===
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| [[File:SimpleIndex Simple Batch Processing Stages Manual Indexing Image Options Rotate Left Right Auto Functions.png|300px|thumb|alt=SimpleIndex Simple Batch Processing Stages Manual Indexing Image Options Rotate Left Right Auto Functions|SimpleIndex Simple Batch Processing Stages Manual Indexing Image Options Rotate Left Right Auto Functions]]
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| If the page is sideways or upside down, use these buttons to rotate the page until it is oriented correctly. Images are saved automatically in new orientation.
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| Black and White TIFF images may be rotated automatically by clicking the up arrow.
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| === Document Navigation ===
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| [[File:SimpleIndex Simple Running Jobs Manual Indexing Document Navigation Process Functions.png|300px|thumb|alt=SimpleIndex Simple Running Jobs Manual Indexing Document Navigation Process Functions|SimpleIndex Simple Running Jobs Manual Indexing Document Navigation Process Functions]] | |
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| Document navigation allows you to move from the current file to the next, previous, first, or last file in the batch.
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| '''Changes to index fields are not saved when you use the document navigation buttons!'''
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| Use the Save Index button to save changes to index fields and move to the next document automatically.
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| === Page Navigation ===
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| Page buttons let you view pages within multi-page TIFF images. Page buttons are disabled for single page files and non-TIFF files.
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| You can view all pages in a thumbnail view by clicking the [[Thumbnails]] button. Double-clicking a thumbnail displays the full page.
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| Use the [[OCR Text view]] to view and edit the recognized text for the current file.
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| === Save Index ===
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| Saves the current values as the index for the current image and moves to the next file. When the last file is reached, Save Index will prompt the user to export the batch.
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| === Save All ===
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| Has the effect of clicking Save Index repeatedly until the end of the batch is reached. This allows you to index an entire batch with the current values in a single click. This is particularly useful for applying index values that are calculated from previous images using the [[Forward]] option.
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| === Image File Name / Browse / Open ===
| | See [[Processing]] |
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| The Image File Name field displays the filename for the current image. This field can only be edited in Update mode.
| | == Image Review and Data Verification == |
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| The Open button opens the current file in its default viewer, allowing you to view files not supported by SimpleIndex or perform advanced image editing.
| | Each image is displayed to the user, and they are able to enter index information or correct the values from OCR or barcode recognition. |
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| In Update mode, the Browse button will display an open file dialog that allows the user to select another image file to replace the current one.
| | See [[Verification]] |
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| == Grid View ===
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| [[File:SimpleIndex Simple Running Jobs Grid View Batch Information Functions Sample screen.png|300px|thumb|alt=SimpleIndex Simple Running Jobs Grid View Batch Information Functions Sample screen|SimpleIndex Simple Running Jobs Grid View Batch Information Functions Sample screen]] | |
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| The Grid View allows you to view all of the documents in the batch and all of the captured index information. You can display any file by clicking the corresponding row in the grid. Double-click a record to hide the gird and display the file in the full window. In Update mode, you may edit index data directly in the grid. Files marked for deletion are displayed in red.
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| == Mouse Action Options ==
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| Depending on the option selected, SimpleIndex exhibits a different behavior when a selection rectangle is drawn on the image.
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| === Zoom In ===
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| Zooms the image to the selection. Once you draw the zoom rectangle, the Hand Pan option is selected automatically.
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| === Hand Pan ===
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| When the user holds down the mouse button on the image, the image scrolls automatically allowing the user to quickly move around the page.
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| === OCR to Field ===
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| Performs OCR on the selected region, inserts the result into the current index field, and moves the cursor to the next field. This makes it very quick and easy to read index information from the image manually when automatic processing is not an option.
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| When viewing PDF files with text in SimpleView, you can simply click on the image to transfer the word under the cursor to the current index field. Since this uses the existing text, it works instantly and is the fastest way to manually index documents.
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| Hold the shift key to click multiple words. Let go of the shift key before clicking the last word to copy the phrase to the index field.
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| For image files or long text, click and drag the mouse to draw a box around the desired value to perform OCR on the region and insert the result in the index field.
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| === Set Field Coordinates ===
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| Sets the X, Y, Width, and Height options under the OCR tab to the coordinates for the selection rectangle. This sets the OCR region for OCR fields, as well as the [[Zoom Locking]] region for all field types. This will cause SimpleIndex to zoom in on the selected region whenever the corresponding field is selected.
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| Selecting this option will display the existing zones on the current image.
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| === Annotate ===
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| Enables the annotation toolbar, allowing you to make a variety of markings on the document. Options include lines, boxes, text stamps, and notes. Annotations can only be used with Black and White TIFF images. Annotations are saved separately from the image and can be hidden to see the underlying image using the right-click menu. In the Global Settings Wizard, it is possible to configure SimpleIndex to make [[annotations]] permanent which is useful for redacting private information on documents.
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| === Crop ===
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| Automatically crops the image to the selected region, discarding all image data outside the selection rectangle. If the wrong region is selected, the full image can be restored using the Undo toolbar button. Once Save Index is clicked, the image is permanently cropped and cannot be undone.
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| == Document Presence Auditing ==
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| If an [[Audit Field]] is selected, the index field audit dialog will appear once all images have been indexed. The user is prompted to scan files not present in the batch or enter a justification for why the document is not present.
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| [[File:SimpleIndex Simple Setup Configuration Wizard Advanced Indexing Options Index Field Audit.png|300px|thumb|alt=SimpleIndex Simple Setup Configuration Wizard Advanced Indexing Options Index Field Audit|SimpleIndex Simple Setup Configuration Wizard Advanced Indexing Options Index Field Audit]]
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| == Export Batch == | | == Export Batch == |
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| Once all files have been indexed and the batch is audited, the files are exported. There are multiple steps in the export process, depending on the options you select. | | Once all files have been indexed and the batch is audited, the files are [[exported]]. There are multiple steps in the [[export]] process, depending on the options you select. |
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| === Create Export Files ===
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| If multi-page files are used, the first step is to combine files in the current batch with the same index settings into multi-page files.
| | See [[Export]] |
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| === Imprint Files === | | == Beginners Guide to Batch Scanning and Indexing Video == |
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| If the [[Imprint]] option is selected, automatic watermarking of TIFF and PDF files will occur at this point in the process.
| | Video was recorded in a previous version of SimpleIndex. Refer to the wiki documentation for latest updates. |
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| === Move Files === | | <div class="center" style="width: auto; margin-left: auto; margin-right: auto;"><youtube>KPwNJxfz4lk</youtube></div> |
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| When multi-page files are used, the last step of the export process is to move files from the temporary processing folder to the [[Output]] folder. Depending on the Existing Files setting, pages from the current batch will replace existing files or are appended to the start or end of the document. If the [[Add bookmarks to PDF files]] option is selected, pages are inserted into the matching bookmarked sections in any existing file.
| | == Related Knowledge Base Articles == |
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| By performing the multi-page file export and move operations in two steps, SimpleIndex greatly improves performance when exporting to large, multi-page files on a network drive.
| | * [https://www.simpleindex.com/knowledge-base/error-in-scanning-batch-743/ Error in Scanning Batch 743] |
| | * [https://www.simpleindex.com/knowledge-base/unique-batch-name-registry-key/ Create Unique Batch Name] |
| | * [https://www.simpleindex.com/knowledge-base/batch-has-134-documents-saved-to-input-folder-i-only-want-to-process-25-documents-at-a-time-how-do-i-limit-the-number-of-files-pulled-from-the-input-folder/ How do I limit the number of files pulled from the input folder?] |
| | * [https://www.simpleindex.com/knowledge-base/in-the-middle-of-a-batch-that-was-scanned-our-computer-is-receiving-an-error/ In the middle of a batch that was scanned our computer is receiving an error, from that point to the end of the batch it’s not saved. Is this a SimpleIndex problem or windows?] |
| | * [https://www.simpleindex.com/knowledge-base/how-do-you-select-what-types-of-files-to-process/ How do you select what types of files to process?] |
| | * [https://www.simpleindex.com/knowledge-base/can-you-skip-to-a-specific-page-or-file-within-a-batch/ Can you skip to a specific page or file within a batch?] |
| | * [https://www.simpleindex.com/knowledge-base/is-there-a-way-to-save-the-images-when-a-batch-is-canceled/ Is there a way to save the images when a batch is canceled?] |
